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Asc Trust, LLC

Matched across 2 name variants in the filings

Asc Trust, LLC summary

Asc Trust, LLC appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $608M in assets for 10,910 participants. The median client plan holds $17.6M. Most client plans are sponsored in GU, IL and MP. The largest clients by plan assets are United Airlines, Inc., Guam Healthcare Development, Inc. and Bankguam Holding Company. Plans reported $2.0M in direct and indirect compensation paid to Asc Trust, LLC. The median is $57K per plan.

Participants
10,910
Median plan assets
$17.6M
Median plan participants
319
Median fees per plan
$57K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
United Airlines, Inc.IL$215M1,240
Guam Healthcare Development, Inc.GU$54.6M1,157
Bankguam Holding CompanyGU$39.0M519
Teleguam Holdings LLCGU$34.5M506
CPL Pacific, LLCGU$30.3M809
DZSP 21 LLCGU$29.1M733
Calvo Enterprises, Inc.GU$27.2M277
Takecare Insurance Company, Inc.GU$21.8M196
Tan Holdings CorporationMP$20.5M628
Docomo Pacific Inc.GU$18.3M391
Triple J Enterprises, Inc.GU$17.7M570
Payless Markets, Inc.GU$17.7M750
Atkins Kroll, Inc.GU$17.6M251
Hawaiian Rock ProductsGU$16.6M319
Bmi Holdings, LLCGU$8.5M152
Premier Ken Guam, L.P. Dba Hilton Guam Resort & SpaGU$7.2M362
City Hill Company (Guam) Ltd.GU$4.9M149
Guam & Guam Incorporated Dba Pacific Islands Club - GuamGU$4.6M210
PHR Micronesia Inc. Dba Hyatt Regency GuamGU$4.5M261
TNN Guam Inc. Dba Hotel Nikko Guam, plan 001GU$4.3M239
Smithbridge Guam, Inc.GU$4.2M145
Guam Xray Dba Guam Radiology ConsultantsGU$3.9M176
TNN Guam Inc., plan 002GU$2.3M188
Premier Hotels & Resorts Guam, Inc. Dba Rihga Royal Laguna Guam ResortGU$1.7M211
G4S Secure Solutions (Guam), Inc.GU$1.5M471

Top client states

  • GU23 plans
  • IL1 plan
  • MP1 plan

Frequently asked questions

Who uses Asc Trust, LLC?
25 retirement plans list Asc Trust, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., Guam Healthcare Development, Inc., Bankguam Holding Company, Teleguam Holdings LLC and CPL Pacific, LLC. Most client plans are sponsored in GU, IL and MP.
How many plans does Asc Trust, LLC serve?
Asc Trust, LLC serves 25 retirement plans with $608M in plan assets and 10,910 participants, based on the latest Form 5500 filings through 2024.
What does Asc Trust, LLC charge?
Plans reported $2.0M in total Schedule C compensation paid to Asc Trust, LLC. The median plan paid $57K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served25+1 YoYRank #664 of mapped providers
Assets under administration$608M0.0%Rank #5806 by share of filed assets
Fees received$2MMedian $56,598/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name ASC Trust as recordkeeper and list their funds in their filing.

Plans
1
$208M in funds
In collective trusts
0%
average plan
In ASC Trust funds
0%
average plan
In index funds
85%
average plan

Top managers in these lineups

ManagerPlans
Fidelity (FMR)1
T. Rowe Price1
JPMorgan1
Morgan Stanley1
MFS (Sun Life)1

Target-date series

SeriesPlans
Fidelity Freedom Index1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.